Financial Planning and Analysis

• Analyze financial performance and provide actionable insights and recommendations to Headquarters
• Consolidate, review, and monitor weekly cash flow and net terms reports
• Review bank activity and monitor unusual transactions
• Ensure compliance with internal credit and intragroup financing policies
• Monitor and improve working capital performance across regional offices
• Review and monitor operating expenses, identify trends, investigate variances, and challenge regional office spend
• Support business case analysis and key commercial decisions
• Monitor compliance with pricing and credit policies
• Perform regular reviews of pricing deviations and margin performance
• Oversee inventory quality, ageing, and liquidity
• Participate in quarterly inventory reviews and counts
• Stay informed about tax and regulatory developments across the Americas region
• Assess financial implications and provide recommendations to Headquarters and local management
• Partner with CEOs and leadership teams to improve financial performance and cash flow
• Drive initiatives focused on growth, profitability, automation, and process improvement
• Report to the VP of Finance at Headquarters and collaborate with senior stakeholders across multiple countries

Regional Financial Manager – Americas

• Provide financial leadership and strategic partnership across Emerson's Pressure Management business in North America
• Oversee financial performance, including P&L and balance sheet management
• Lead financial reporting in accordance with Emerson policies, US GAAP, and local accounting standards
• Establish and monitor accounting systems, practices, and internal controls
• Direct financial planning and analysis activities
• Monitor monthly financial results, analyze variances, and bridge forecast to actual results
• Lead quarterly financial forecast preparation and present plans to the PRM President and CFO
• Present regular updates on financial results and business performance
• Develop long-term financial plans with North America Sales and Operations leaders
• Lead the annual North America World Area budget process
• Advise management and business unit leaders on financial objectives, policies, and actions
• Act as a trusted advisor and recommend courses of action to achieve financial results
• Conduct site visits to North America locations 1–2 times per year
• Attend Operations Reviews with the North America VP Operations
• Direct completion and quarterly certification of North America Internal Control Questionnaires
• Drive efficiency and continuous improvement within the North America Finance function
• Leverage next-generation financial tools
• Partner with North America Sales and Operations to achieve financial targets
• Lead a team of four to five direct reports

Director of Finance, North America

• Drive and close loan sales by taking applications, explaining terms, and asking for the business
• Conduct substantial daily outbound customer outreach for collections, application follow-up, tax services, and new business generation
• Manage delinquent accounts by securing payments and setting payment arrangements
• Contact approved, pending, and former borrowers to drive loan volume and identify opportunities for additional financial products and services
• Prepare individual tax returns, gather and review required documentation, and assist customers with tax-related questions
• Assist customers in person with loan applications, tax preparation services, payments, account questions, and issue resolution
• Process payments, account updates, tax-related documentation, and document all activity in company systems
• Maintain accurate and compliant records, including timely credit denial letters and required tax documentation
• Handle and balance cash and complete required bank runs to deliver deposits
• Follow company policies, procedures, and regulatory requirements
• Complete required training and meet performance expectations for sales, collections, tax preparation, and account management
• Work regular in-person scheduled hours, with occasional extended hours or weekend work
• Travel locally to offsite locations and banks as required
• May assist with general office upkeep

Overstaff Financial Service Representative, Bilingual

• Provide analytical and operational support to the investment management process
• Conduct research and statistical analysis of USAA investment portfolios
• Perform asset allocation modeling and benchmarking
• Complete ad hoc and recurring analysis
• Research market trends and compile data
• Prepare ad hoc reporting for internal or external stakeholders
• Reconcile results consistent with fund or strategy objectives
• Support client relationships and assist in business development
• Develop understanding of fixed income, alternatives, and equity asset classes
• Share asset-class knowledge with operations teams
• Stay informed of industry initiatives and trends affecting portfolio analytics
• Gather data for investment management reports and presentations
• Support SLOD and TLOD data requests, including audits
• Assist with risk and control inventory management and control testing
• Develop and report Key Risk Indicators and Key Performance Indicators
• Identify, measure, monitor, and control business risks in accordance with policies and procedures
• Seek guidance to resolve issues and identify matters for escalation
• Deliver analyses and reports promptly to meet stakeholder needs

Investment Analyst – Intermediate Level

• Ensure a solid operational foundation for the financial center
• Build client relationships while performing financial transactions, cash control, and client service duties
• Conduct morning operational huddles
• Coordinate staffing, scheduling, and duty assignments
• Guide associates on teller transactions and reinforce policies and procedures
• Assist with opening and closing the vault, managing the Night Depository, setting up teller stations, balancing teller windows/financial centers, and clearing teller errors and cash items
• Mitigate operational loss by managing cash limits, granting supervisory overrides, placing holds, and resolving outages
• Research and resolve client issues
• Support risk management, dual-control procedures, and the Risk Management Review process
• Operate and maintain knowledge of ATMs, cash recycler machines, currency counters, and coin sorters
• Model sales and service behavior and promote professionalism and lobby management
• Meet with clients and prospects to build relationships, discover financial needs, and tailor product solutions
• Educate clients on self-service, mobile, online, and ATM channels
• Refer clients to specialized business partners
• Process routine and complex transactions, including deposits, withdrawals, and loan payments
• Drive proactive sales conversations, financial needs assessments, and appointment pipelines
• Ensure operational and financial safety and soundness
• Provide guidance and oversight to the assigned team and coordinate evaluations
• Participate in interviewing, hiring, training, work assignment, performance management, compensation, expense approvals, and problem resolution

Financial Center Supervisor

• Support Group financial reporting, planning, forecasting, and performance management
• Lead monthly management reporting and performance analysis for global stakeholders
• Analyze financial results against budget, forecast, and prior periods to identify trends, risks, and opportunities
• Partner with finance and business teams across multiple countries to ensure financial information accuracy and consistency
• Prepare executive-level reporting, presentations, and decision-support materials for senior leadership
• Coordinate annual budgeting, forecasting, and long-range planning across global business units
• Develop financial models, scenario analyses, and investment evaluations for strategic initiatives
• Consolidate and review business forecasts, aligning assumptions and key performance drivers
• Support capital expenditure planning and business growth initiatives
• Identify opportunities to streamline, standardize, and automate reporting and planning activities
• Contribute to finance transformation initiatives and implementation of planning and business intelligence tools
• Develop dashboards and analytical solutions to improve visibility into business performance
• Promote best practices and continuous improvement across the global finance organization

Senior Financial Analyst

• Support and deploy SAP Financial Accounting and Controlling solutions across the Americas region
• Serve as the primary SAP FICO functional consultant for Finance business users
• Provide production support, incident resolution, service requests, and operational stabilization
• Assess business requirements against approved global SAP template capabilities
• Ensure solutions and process recommendations comply with global SAP templates, standards, and governance policies
• Configure and support GL, AP, AR, Asset Accounting, Bank Accounting, Cash Management, EBS, Cost Center Accounting, Profit Center Accounting, Internal Orders, Product Costing, and CO-PA
• Recommend standard SAP solutions while minimizing custom developments and regional deviations
• Create and maintain functional specifications for WRICEF objects
• Collaborate with technical teams to design, test, and deploy enhancements, reports, interfaces, workflows, and forms
• Support SIT, UAT, data migration, cutover, go-live, and hypercare activities
• Integrate Finance processes with SD, MM, PP, EWM, and related SAP modules
• Support Finance master data activities
• Investigate and resolve incidents, service requests, and change requests within agreed service levels
• Support month-end and year-end financial closing activities
• Drive root-cause analysis and reduce recurring incidents through process improvements and proactive support
• Participate in continuous improvement initiatives
• Collaborate with the Global SAP CoE on enhancement requests, standardization, and governance compliance
• Support adoption of approved global standards and minimize regional customizations

SAP S/4 HANA Finance Application Expert

• Evaluate business processes and internal controls to identify financial risks, control gaps, and improvement opportunities
• Assess control effectiveness and recommend enhancements
• Partner with cross-functional stakeholders to evaluate risks and develop control strategies and remediation plans
• Review business process and system changes for impacts to the control environment
• Develop and maintain documentation for processes, risks, controls, and remediation activities
• Coordinate control reviews, testing activities, and compliance requirements
• Identify control deficiencies and support root-cause analysis and remediation
• Track remediation activities and ensure issues are addressed within established timelines
• Support internal and external audits and respond to information and documentation requests
• Prepare reporting and updates on risks, controls, compliance activities, and remediation efforts
• Provide internal controls and financial risk subject-matter expertise to stakeholders
• Manage multiple priorities and deadlines while maintaining accuracy and attention to detail

Senior Financial Controls Analyst

• Own how OleOle’s products, features, and experiences are explained to users across web and mobile
• Work directly with the Founder, product, design, and engineering teams
• Own user-facing product communications across onboarding and registration, social and content, messaging and calling, live sports, invitations and rewards, wallets and payments, ticketing and commerce, AskOle, and future products
• Develop feature explanations, onboarding screens, calls to action, permissions and consent messaging, notifications, transaction messages, success and error states, help content, FAQs, new-feature introductions, and other product communications
• Identify communication requirements before product launches
• Review product flows from the user’s perspective and identify where explanation, education, reassurance, or context is needed
• Establish OleOle’s product voice, terminology, and communications standards across products and user journeys
• Design communications standards to work across countries, cultures, and languages
• Develop broader communications for product launches and major releases
• Ensure communications outside the product are consistent with the in-product user experience
• Personally write, edit, review, and establish the communications system in an early-stage environment

Director of Strategic Finance

• Obtain securities industry licenses through dedicated classes and study time
• Develop foundational advisor skills, including acquiring, building, and managing client relationships
• Consider clients’ complex financial pictures and provide advice and solutions
• Work in a financial center delivering banking, investment solutions, and client care
• Build business knowledge using a consultative approach to identify client needs and appropriate solutions
• Build a network with banking customers, small business owners, and higher-net-worth clients
• Provide comprehensive advice and deliver client reviews and presentations
• Recommend strategies to help clients achieve financial goals and life priorities
• Collaborate with core banking and investment partners
• Connect clients with Bank of America and Merrill solutions
• Progress toward Financial Solutions Advisor Stage II and other advancement opportunities